Experience

Andy has been a Financial Advisor with the Firm since 1999. Before joining UBS, he worked as an Assistant District Attorney in Boston, Massachusetts. Andy graduated from the University of Pennsylvania in 1990 and obtained his Juris Doctor degree from Suffolk University School of Law in 1995. He also earned his Master of Business Administration degree from the University of Connecticut in 2008. Andy is the President Emeritus of the Hartford Penn Club, which he revitalized in 2005. In 2008 he earned the designation of Wealth Advisor from UBS.

Matt joined the Firm as a Financial Advisor in 1996. He works closely with clients to understand their life goals and create a customized financial plan to achieve them. Prior to joining UBS, he studied mechanical engineering at the University of Massachusetts. Matt holds Series 7, 63 and 65 licenses, as well as fixed and variable annuities, and long-term care insurance licenses. He earned the UBS Wealth Advisor designation in 2008.

Matt serves as Treasurer on the Board of Directors for Playhouse on Park, a non profit theatre group in West Hartford.  He resides in West Hartford with his daughter, Sydney. 

Carrie is a Senior Registered Client Associate. With over thirty years of experience, Carrie's focus is providing quality client service and administrative support to our clients. She began her career at E.F. Hutton and also worked at Kidder, Peabody. Previous positions include Branch Administrative Manager and Assistant to a Managing Director heading a team responsible for overseeing various companies' Employee Stock Option Plans throughout the country. Carrie spends most of her time in Rhode Island with family and dogs, Zelda and Bulleit.